Prepare Your Florida Business for the Year Ahead As the year comes to a close, it’s time to look beyond the numbers. Every Florida entrepreneur should complete a year-end business checklist to review contracts, taxes, and key legal items before 2026 begins. This short review ensures your business starts strong and avoids costly surprises. Just […]
Your 2025 Year-End Legal & Business Planning Checklist Read more »
A Florida Estate Planning Guide for Families Caring for Aging Parents If you are part of the sandwich generation—caring for both your children and your parents—it’s crucial to know whether your parents have an estate plan. While the final decisions rest with them, helping them create or update a comprehensive estate plan is one of
Do Your Parents Have an Estate Plan? Read more »
At the start of this year, one of my clients began encouraging his father to meet with me about creating an estate plan. Like many people, his father kept putting it off. He found reasons to delay, resisted discussing it, and eventually, the subject became too sensitive for my client to raise anymore. Then life
Why Waiting on Estate Planning Can Cost Your Family: A Real-Life Example Read more »
What the Fourth of July Can Teach Us About Estate Planning As fireworks light up the sky and we gather with loved ones to celebrate Independence Day, it’s worth reflecting on what this holiday truly represents—not just for our nation, but for our families. The Fourth of July marks the moment when the American colonies
What the Fourth of July Can Teach Us About Estate Planning Read more »
In today’s rapidly changing business landscape, economic uncertainty has become the new norm. From global crises to market fluctuations, businesses face numerous challenges that can significantly impact their stability and success. In such times, having a robust business plan, ensuring compliance with regulations, and implementing effective asset protection strategies are vital for safeguarding your business
In times of economic uncertainty, estate planning becomes even more important than usual. With the COVID-19 pandemic and its impact on the global economy, many people have experienced financial setbacks and instability. In such times, it is essential to have a solid estate plan in place to ensure that your assets are protected and your
Why Estate Planning is Crucial During Economic Uncertainty Read more »
There are several parts to an estate plan, one of them being a living trust. Common factors that prompt someone to create a trust include privacy, tax benefits, avoiding probate, and caring for family members with special needs. Estate planning also lets you dictate how your assets will pass on to future generations after your
How A Living Trust Helps Your Family Read more »
As an estate planning attorney, I am following the news about the Build Back Better Act (the Act) and how it could affect my clients. This news story is a moving target, as Congress is likely to make changes to the legislation, and there is no guarantee that it will even pass. The Act’s tax
Estate Planning and the Build Back Better Act Read more »
Myth #1: No Need for an Estate Plan Perhaps the biggest misconception is the idea that estate planning is only for the wealthy. It may even be the word “estate” in the term “estate plan” that leads people to believe that tremendous wealth is required to create an estate plan. As we know, this is
Four Myths about Estate Planning Read more »
Many Americans spend a lot of time and effort in managing their finances. While most are worried about how the coronavirus (COVID-19) will impact their income—whether that’s because they are temporarily furloughed, find themselves suddenly without a job, or watching their investment and retirement accounts dwindle—there is another way COVID-19 can wreak havoc on American’s
Don’t Risk it: Protect Your Finances From Coronavirus Complications Read more »